24CF-TAXC: MNCPA Tax Conference (TAX24)
Sponsors
Exhibitor information
Showcasing your products and services face-to-face is a powerful way to
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Sponsor information
MNCPA can help expand your brand recognition to a target audience through sponsorship opportunities.
Exhibitor list
alliantTALENT
3009 Post Oak Blvd.., Ste 2000
Houston, TX 77056
Phone: 949-809-2170
Web: https://www.alliantgroup.com
Company Description:
alliantTALENT, powered by alliantgroup, the leading consultancy focused on representing small to mid-size businesses, is committed to helping the drivers of the American economy. Through our expertise in credits & incentives, talent solutions, and emerging technologies like Generative AI, we arm these companies with the tools they need to compete on a global scale.
C3. Strategic Practices for Success: Outpacing Competitors, Adopting Technology and Nurturing Top Talent
Products: Tax credits and incentives
Door prize: Fans
AMBA
4050 NW 114th St
Urbandale, IA 50322
Phone: 800-503-9230 for PL: 866-795-0154 ext. 10952
Web: http://www.mncpa-insurance.com
Company Description:
Highlighter sponsor
AMBA has been a long-time partner of the MNCPA and has recognized that individuals who join professional associations are a better risk. MNCPA members therefore receive discount rates. Save time and money with competitive quotes on the following products:
- Group 10-Year and 20-Year Level Term Life Insurance
- Group Accidental Death and Dismemberment Insurance
- Group Disability Income Insurance
- Long-Term Care Insurance
- Annual Renewable Group Term Life Insurance
- Senior Group Term Life Insurance
- Accountants Professional Liability Insurance
- Cyber Privacy Liability Insurance
- Auto/Home Insurance
- Travel Assistance—AssistPlus
- And Many More!
Products: AMBA gives MNCPA members access to many A-rated carriers to help protect you both personally and professionally through Professional Liability, Cyber Liability, Business Owners coverage and much more!
Door prize: $50 Amazon gift card
Avalara
512 South Mangum St Ste 100
Durham, NC 27701
Phone: 877-224-3650
Web: https://www.avalara.com
Company Description:
For any industry or business size, Avalara can help automate sales and use tax compliance with greater accuracy, easy implementation, and faster ROI.
Products: Sales tax compliance solutions
Door prize: $100 Amazon gift card
Bethel University
3900 Bethel Dr.
Saint Paul, MN 55112
Phone: 651-638-6400
Web: https://www.bethel.edu/graduate/academics/mba/jumpstart/professional-pathway
Company Description:
Bethel’s MBA program offers unique opportunities for those with master's level professional certifications. For example, if you are a certified public accountant (CPA), certified financial planner (CFP), project management professional (PMP), or other certified professional you can take your career to the next level with an MBA to gain valuable business and leadership experiences.
How does it work?
If you have a professional certification such as a CPA, CFP, or PMP, you can start your MBA journey at Bethel with nine credits, meaning you won’t have to take three courses—a savings of $5,850. This is a great opportunity for professionals like you to earn an MBA with a Management Concentration faster, giving you the opportunity to gain skills and experience to help you move into key leadership and executive roles.
Products: Graduate degrees and certificates, including an MBA.
Door prize: Bethel branded blanket
CAMICO
1800 Gateway Dr Ste 200
San Mateo, CA 94404
Phone: 800-652-1772
Web: https://www.camico.com/
Company Description:
CAMICO proactively protects you with products and services designed specifically for CPAs. We take better care of accountants with specialized expertise and a dedicated focus on practice and risk management. We understand CPAs because we are CPAs.
Products: CPA professional liability insurance and risk management
Capstan Tax Strategies
200 Dryden Rd, Ste 3400
Dresher, PA 19025
Phone: 215-775-8510
Web: https://capstantax.com
Company Description:
Session Sponsor
Capstan Tax Strategies is a professional services firm that partners with taxpayers and CPAs to maximize tax savings. With our collaborative and consultative approach, we assist with the “heavy lifting” of detailed, science-driven solutions required to maximize tax efficiencies. Our core services include Cost Segregation Studies, Energy Studies, and R&D Tax Credit Studies.
G3. Manufacturing Success: Specialty Tax Incentives for the M&D Industries
Products: R&D tax credit studies, cost segregation studies
Door prize: $100 Amazon gift card
Choice Bank
2640 Eagan Woods Dr.
Eagan, MN 55121
Phone: 651-289-2222
Web: http://www.bankwithchoice.com
Company Description:
We’re here to help businesses succeed. Guided by our People First approach—we’re proud that our roots are local, decisions are local and our leadership is local. From banking to insurance, and succession planning to employee benefits, we focus on building strong relationships with our clients by giving them quick answers, access to decision makers, solutions that actually work for them and a team of experts who genuinely care about their success.
Products: Business banking services for financial professionals
Drake Software
235 East Palmer St
Franklin, NC 28734
Phone: 800-890-9500
Web: https://www.drakesoftware.com
Company Description:
Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade.
Products: Tax preparation software
Door prize: $200 Amazon gift card
Edward Jones
15800 32nd Ave N
Plymouth, MN 55447
Phone: 612-216-5559
Web: http://www.edwardjones.com/us-en/financial-advisor/sean-mccullough
Company Description: We've consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately-owned company, Edward Jones has a very personal feel that's almost like family. Out of our partnership structure grows a spirit of collaboration. We have a shared focused on doing what's best for our clients, our communities and one another.
Products: ERISA plan fiduciary services, education, business retirement plan monitoring, financial planning, business retirement plans.
Door prize: 2024 U.S. Master Tax Guide
FincenFetch
3500 South Dupont Hwy
Dover, DE 19901
Phone: 800-940-5447
Web: https://www.fincenfetch.com/partners/minnesota-cpa/
Company Description:
FincenFetch is a market-leader in the Corporate Transparency Act compliance sector. Our SOC2-certified solutions are used by numerous industry-leading clients, including many of the Top 100 Accounting and Am Law 200 firms. Distinguished by its versatile cloud platforms and features, FincenFetch offers specialized BOI filing solutions tailored to a variety of fields such as law, accounting, HOA community management, investment companies, payroll providers, and many more. All FincenFetch solutions can be white-labeled, support API access, fit existing workflows and function non-competitively for your firm.
MNCPA members receive a discount on standard tiering plans.
Products: Beneficial Ownership reporting solutions
Flex-Able Solutions
200 Southdale Center, Suite 47
Edina, MN 55435
Phone: 612-289-8129
Web: https://flex-ablesolutions.com
Company Description: Flex-Able Solutions is a team of fractional experts with HR and Accounting skills. We work with you to understand your current situation, learn about your goals, and then build a team to match. Our team becomes your team. We are in this together.
Products: Flexible human resources and accounting staffing solutions
Global FPO
C-124A, Sector-2
Noida, UP India 201301
Phone: 347-781-5928
Web: https://www.globalfpo.com
Company Description:
For more than 12 years, Global FPO has been a trusted outsourcing partner for over 325 CPAs and accounting firms. At GFPO we have the capability and capacity to Build Your Own Team and provide full range of services, including bookkeeping, tax preparation, payroll management, audit support, financial statement preparation, and complex accounting advisory solutions.
Our team of 525+ expert Accounting professionals are dedicated to delivering high quality and timely services. We understand that every CPA and accounting firm has different requirements and Global FPO offers flexible engagement options of Hourly, Part-time, or Full-time support as per your requirement which allows you to scale up your team with Global FPO within 24 hours.
Products: Outsourcing/ offshoring
GruntWorx, LLC
1 Merrill Industrial Dr
Hampton, NH 03842
Phone: 877-830-6059 ext. 2
Web: https://www.gruntworx.com
Company Description:
GruntWorx is Advanced Automation Technology for 1040 Workflow Solutions, Document Organization and Automated 1040 & 1099-B Data Entry. We pull information from federal forms and import that information into your tax software, for each clients’ return. By giving us part of the daily workflow,
GruntWorx will eliminate manual processes of data entry and organization for preparing tax returns.
GruntWorx will save Tax Experts time and effort, allowing them to focus on the more complex portions of the tax return.
Our technology is affordable and easy to use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of data entry or tax prep, which allows you to hand off the “grunt work” of document organization and data entry to support staff.
Products: 1040 automation software
Door prize: $50 Amazon gift card
Internal Revenue Service
1550 American Blvd. E., Ste. 805
Bloomington, MN 55425
Phone: 763-347-7352
Web: https://www.irs.gov
Company Description: We're organized to carry out the responsibilities of the Treasury secretary per Internal Revenue Code (IRC) Section 7801. The IRS was created based on the secretary's authority to administer and enforce the internal revenue laws.
Justworks
55 Water St Floor 20
New York, NY 10014
Phone: 888-534-1711
Web: https://www.justworks.com/accountants
Company Description:
Justworks offers an easier way to handle HR, payroll, compliance, and more. They'll get tools and resources that make running their business simpler and stress-free.
Products: Payroll, PEO, International payroll solutions
Door prize: Bose headphone
KBKG
225 S Lake Ave Ste 400
Pasadena, CA 91101
Phone: 312-778-6282
Web: http://www.kbkg.com
Company Description:
Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Our ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation trust KBKG.
Our Chicago-based Midwest Practice has helped hundreds of Minnesota companies lower their tax liability by implementing the following services: Cost Segregation, R&D Tax Credit, 45L Residential Tax Credits, 179D Energy Efficient Tax Deductions, IC-DISC and International Transfer Pricing. We are always looking to partner with new tax professionals.
Products: Tax credits, incentives and cost recovery
Mairs & Power
30 East 7th St Ste 2500
St. Paul, MN 55101
Phone: 651-222-8478
Web: http://www.mairsandpower.com
Company Description:
Founded in 1931 and based in St. Paul, Mairs & Power is Minnesota’s oldest investment firm under private ownership and management. The firm manages more than $11.5 billion AUM in separately managed accounts and three mutual funds—the Mairs & Power Growth Fund, Balanced Fund, and Small Cap Fund, an ETF, the Mairs & Power Minnesota Municipal Bond ETF, and venture capital.
Products: Financial investment firm
Miles Talent Hub
1013 Centre Rd Ste 403S
Wilmington, DE 19805
Phone: 586-246-3598
Web: https://www.mileseducation.com/
Company Description:
Lunch Sponsor
Now solving for the accountant shortage in the US by:
- Providing a large pool of experienced CPA candidates to work in your US office
- No visa sponsorship required due to STEM MS Accounting degree (Direct Hire)
Products: Onshore CPA staffing solutions
Minnesota Department of Revenue
600 N. Robert St.
St Paul, MN 55101
Phone: 651-556-6622
Web: http://www.revenue.state.mn.us
Company Description:
The Minnesota Department of Revenue manages the state’s revenue system and administers state tax laws. The department manages over 30 different taxes and collects $26.7 billion annually. The Income Tax and Withholding Division tax professional outreach coordinator, Mark Krause, will be available to talk with you during scheduled break times. Bring us your questions and concerns to engage with us during the conference. We are here to help!
Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431
Phone: 951-831-7207
Web: http://www.mncpa.org
Company Description: Belonging to the MNCPA is more than membership. It’s community. It’s cause. It’s commitment. Collectively, it’s what makes a profession so impactful. The MNCPA is the professional home for Minnesota’s CPAs and accounting professionals with CPE savings, professional networking groups, volunteer opportunities, technical resources, career services and a variety of exclusive member savings. We are with you at each step of your career.
Not an MNCPA member? Let’s change that. For a limited time, join the MNCPA at half the price. Visit www.mncpa.org/join to join today!
Be sure to stop by the MNCPA booth on the lower level. The membership team is orchestrating a symphony of fun, including a giant dance on piano, the traditional tax t-shirt scavenger hunt and more!
Minnesota Unemployment Insurance
180 East Fith St, 11th Floor
St. Paul, MN 55101
Phone: 651-296-6141
Web: https://www.uimn.org
Company Description: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to those Minnesota workers who become unemployed through no fault of their own. It is an economic stabilizer/stimulator in times of economic downturn and helps maintain an available skilled workforce for employers. The Department of Employment and Economic Development (DEED) supervises and administers the UI program.
Products: Unemployment insurance information
MNDNR Nongame Wildlife Program
500 Lafayette Rd.
St. Paul, MN 55155
Phone: 651-259-5148
Web: https://www.mndnr.gov/nongame/donate
Company Description:
Your donations to the Nongame Wildlife Program help Minnesota’s wildlife in a big way!
There’s also no limit; whatever dollar amount you donate will be double matched! $20 will become $60, $30 will become $90, and so on.
These donations play a large role in the success of our program. We use your donations to fund many of our projects and to meet requirements for federal wildlife grants. To obtain one of these grants, we need to provide 35% of the funding. Your donations and their RIM matches count towards this percentage and help us secure funding to implement projects like the Wildlife Action Plan.
Products: Nongame Wildlife Checkoff on Minnesota tax forms.
Door prize: Book
MS Consultants LLC
100 Corporate Pkwy., Ste. 200
Buffalo, NY 14426
Phone: 757-705-6264
Web: https://www.costsegs.com/
Company Description:
Session Sponsor
For more than 25 years, the MSC team has developed long-lasting business relationships based on our unwavering commitment to the best interests of all our clients. We combine impeccable client service with unparalleled real estate tax expertise to deliver a customer experience based on shared trust and mutual success. Our ten offices located throughout the country meet local and national needs with teams of experts in their respective fields.
I2. For All of Your Remodeling & Maintenance Needs: The IRS Is Here to Help
Products: Cost segregation and energy-efficiency studies
Door prize: Yeti Roadie cooler
Newgate School
2900 E. Hennepin Ave.
Minneapolis, MN 55413
Phone: 612-378-0177
Web: http://www.newgateschool.org
Company Description:
Newgate is a non-profit 501(c)(3) automotive technical school located in the Twin Cities. We offer tuition-free auto body and auto mechanic training for low-income young adults using donated vehicles from the community.
Vehicle donations provided by your clients are tax deductible and Newgate strives to maximize deductions for every donor. We take any vehicle brought to the school regardless of condition and will tow many vehicles free of charge. Clients who want to avoid the hassle of selling or trading in a vehicle, have a car in the shop that isn’t worth the repair costs or want to support a local charity can donate their cars, trucks or SUVs to Newgate School and receive a tax deduction if they itemize their taxes.
Products: Tax deductions for vehicle donations that support tuition-free automotive training for underserved young adults in our community.
Door prize: Tuition-free automotive training and tax deductions for vehicle donations
Practice Panda
7901 4th St N
St. Petersberg, FL 33702
Phone: 888-585-8424
Web: https://www.practicepanda.com
Company Description:
At Practice Panda, our mission is to empower tax and accounting professionals with integrated digital solutions tailored to smoothly manage practice operations and relationships. This allows firms to stay focused on their core service expertise.
In short, we’re here as your dedicated digital partner. Our tools are designed to simplify practice management so you can stay focused on what you do best – serving clients and growing your practice. Together, we’ll help your business thrive in today’s digital landscape while preserving what matters most – genuine personal connections.
Door prize: Digital content for tax and accountants to provide to their clients
Rightworks, LLC
300 Innovative Way
Nashua, NH 03062
Phone: 888-210-0237
Web: https://www.rightworks.com/
Company Description:
Rightworks empowers accounting firms and businesses to significantly simplify operations and expand their value to clients via our award-winning, secure intelligent cloud and learning resources. Rightworks OneSpace, the only cloud platform purpose-built for the accounting and tax profession, is customizable and enables firms to develop their own unique tech stacks. Whether clients use QuickBooks Desktop, QuickBooks Online, Xero or other accounting software, OneSpace creates a frictionless experience via a single pane of glass. Rightworks Academy is the accounting profession’s premier community for firm optimization, growth and professional development—offering access to thought leadership, events, peer communities and extensive learning resources.
Session sponsor
O3. Cybersecurity Best Practices
Products: Cloud hosting for accounting and tax apps, security products (WISPs)
SharePoint Credit Union - MNCPA partner
5300 Hyland Greens Dr.
Bloomington, MN 55437-3933
Phone: 952-930-0700
Web: http://www.sharepointcu.com/mncpa
Company Description:
SharePoint Credit Union is a local, trusted, not-for-profit member-owned financial cooperative since 1933. We serve the eight-county metro community, including over one hundred businesses and their employees. As a trusted financial cooperative, we provide value, convenience and exceptional service that is unique to each member. Our profits are re-invested into our membership in the form of better rates, security, and technology.
Products: Credit union membership for MNCPA members
Door prize: Pickleball set
Sit Mutual Funds
80 S 8th St Ste 3300
Minneapolis, MN 55402
Phone: 612-359-2554
Web: https://www.sitfunds.com
Company Description:
Sit Investment Associates offers no-load mutual funds, collective investment trusts, separately managed accounts and an ETF. The portfolios are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. For more information, please contact Steve Benjamin at number above or visit our website.
Products: Mutual funds
Door prize: Golf balls
Soraban
1111B S Governors Ave Ste 7575
Dover, DE 19904
Web: https://www.soraban.com
Company Description: Soraban is a modern client data collection platform built for tax firms. The company's mission is to improve the accounting industry's legacy position with technology, helping accounting firms become more efficient and innovative.
Products: Client data collection platform built for tax firms
Door prize: 40" television
Taxpayers Defense Institute
215 Myrtle St W
Stillwater, MN 55082
Phone: 651-270-2074
Web: https://taxhelponline.com
Company Description:
The Taxpayers Defense Institute, (TDI) is a national association of tax and financial professionals. Our mission is to help our professional members deliver the top-quality, winning tax and financial representation that the American public so desperately needs. We do this by providing our professional members with the most up-to-date, cutting-edge research, insight, experience and personal guidance on IRS defense issues available in the industry. This gives our members the best possible chance of winning the most for their clients in any situation.
Products: Tax resolution resources
Thomson Reuters
2900 Ames Crossing Rd Ste 200
Eagan, MN 55121
Phone: 800-431-9025
Web: https://store.tax.thomsonreuters.com/accounting/quickfinder-byob
Company Description:
Thomson Reuters clarifies today’s complex landscape with AI and technology, deep subject-matter expertise, and content the world has trusted for over 150 years — giving professionals the confidence to know today, navigate tomorrow, and lead a fast-evolving world.
Products: Quick reference tax solutions
Door prize: Core tax bundle
TriNet
One Park Place Ste 600
Dublin, CA 95468
Phone: 612-327-4846
Web: https://www.trinet.com/
Company Description:
TriNet is a professional employer organization, or PEO, that provides small and medium-size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.
Products: Human resource, benefits and risk mitigation services
Door prize: Gift card
Union Bank & Trust
312 Central Ave SE
Minneapolis, MN 55414
Phone: 612-379-3222
Web: https://www.ubtmn.com
Company Description:
HAPPY HOUR SPONSOR
Union Bank & Trust is a full service Community Bank & Trust Owned by and Serving Unions, located in Minneapolis , Minnesota serving clients across the United States.
As other financial institutions have become global behemoths, our private ownership and focus allows our experienced and highly credentialed staff to maintain a level of personal service that has almost disappeared in our industry.
Our Personal Trust Services Include: Living Trust; Trust Under Will: Special Needs Trust:
IRA Rollover Trusts; Charitable Remainder Trust; Irrevocable Trusts and Revocable Trusts.
Our collaborative approach with the grantors team of advisors ensures that their assets are administered or distributed in full compliance with regulations upon their passing.
Products: Banking services
Unison Globus
5301 NW Ave.
Coral Springs, FL 33076
Phone: 262-488-1746
Web: https://unisonglobus.com/
Company Description:
Our values center around nurturing our team, understanding that their well-being directly translates to delivering exceptional service for our clients and meaningful contributions to our community. We uphold this ethos by infusing every interaction with our core values, mission, and vision. This approach isn’t just a stratagem; it’s our commitment to creating a cycle of success and care that benefits everyone involved.
With a footprint in the USA, catering to the intricate needs of CPAs, EAs, and accounting firms. Established with a commitment to trust, empathize, build connections, hold unity, and maintain professionalism, we pride ourselves on being one of the best outsourcing partners for businesses and individuals.
Products: Dedicated skilled talent. Virtual workforce development
Door prize: Copy of Radical Pricing by Jody Padar
Wagner Tax Law
7900 West 78th Ste. Ste 350
Edina, MN 55439
Phone: 952-921-2101
Web: https://wagnertaxlaw.com/
Company Description:
Session Sponsor
Wagner Tax Law provides businesses and individuals with purposeful solutions, dedicated service, and unparalleled expertise to help them address their tax matters with confidence. Our experience makes us a trusted resource for accountants and law firms whose clients need a tax law specialist. Our attorneys have successfully resolved audits, appeals, collection matters, and litigation in the U.S. Tax Court, Federal District Court, U.S. Claims Court, and the Minnesota Tax Court.
F3. Surviving a Tax Audit: Avoid the Scars and Resolve your Case
Products: Provides a collaborative approach to managing your tax controversies.
Will Hill Consults, LLC
114 Stuart Rd NE #239
Cleveland, TN 37312
Phone: 734-374-4058
Web: https://willhillconsults.com/
Company Description:
Will Hill Consults is a dynamic coaching and consulting firm that empowers CPA firms to transition from ideas to impactful execution. They help CPA firms operate more efficiently to achieve success.
They specialize in:
- Business process consulting. (Ex: tax workflow, firm management)
- Outsourced implementation management. (Ex: new software implementation)
- Firm strategic planning.
- Executive coaching for firm owner(s).
Founded by Will Hill, the company draws upon over 20 years of experience in working with firms to enhance operational efficiency and drive value for their clients. The firm specializes in partnering with organizations to transform concepts into reality, benefiting both the firm itself and its clients.
Products: Consulting services to help tax & accounting firms
